Duplicate Purchase Orders

system · September 26, 2002, 12:57pm

We have a daily automated report of sales orders entered the day before. It
compares revision's and a number of other for correctness. I would imagine
you could create some tests that would flag apparent duplicates.

Shirley

-----Original Message-----
From: Mitchell Kirby [mailto:m.kirby@...]
Sent: Thursday, September 26, 2002 11:53 AM
To: Vantage (E-mail)
Subject: [Vantage] Duplicate Purchase Orders

I am having a problem with sales entering duplicate purchase orders. Some
of my customers call an order in and then fax it in the next day. They
are
not always good about putting "confirming" on the fax. Any thoughts on an
easy way to catch this?

Mitchell Kirby
V. P. Manufacturing
Riten Industries, Inc.

740-333-8719 Direct
800-338-0027 Sales
800-338-0717 FAX

Yahoo! Groups Sponsor
ADVERTISEMENT

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.

[Non-text portions of this message have been removed]

system · September 26, 2002, 12:12pm

I am having a problem with sales entering duplicate purchase orders. Some
of my customers call an order in and then fax it in the next day. They are
not always good about putting "confirming" on the fax. Any thoughts on an
easy way to catch this?

Mitchell Kirby
V. P. Manufacturing
Riten Industries, Inc.

740-333-8719 Direct
800-338-0027 Sales
800-338-0717 FAX

system · September 26, 2002, 12:16pm

OUht to be pretty easy to create a SO/PO audit report in RB and do a
pre-pass count on the number of SO's with the same PO then filter (or do
band selection) the report to show only those with > 1 (or whatever rules
fit your situation). Run once a day (or more) and catch them before they go
too far? At least that's the way I would approach this.
-Todd C.

-----Original Message-----
From: Mitchell Kirby [mailto:m.kirby@...]
Sent: Thursday, September 26, 2002 10:53 AM
To: Vantage (E-mail)
Subject: [Vantage] Duplicate Purchase Orders

I am having a problem with sales entering duplicate purchase orders. Some
of my customers call an order in and then fax it in the next day. They are
not always good about putting "confirming" on the fax. Any thoughts on an
easy way to catch this?

Mitchell Kirby
V. P. Manufacturing
Riten Industries, Inc.

740-333-8719 Direct
800-338-0027 Sales
800-338-0717 FAX

Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=233217.2395914.3827946.2225242/D=egroupweb/S=17050071
83:HM/A=1227861/R=0/*http://ads.track-star.com/linker.ts?ts=1;2;312;3_2_11>

<http://us.adserver.yahoo.com/l?M=233217.2395914.3827946.2225242/D=egroupmai
l/S=:HM/A=1227861/rand=358081051>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .

[Non-text portions of this message have been removed]

system · September 26, 2002, 12:25pm

Have your sales order entry people to set the default sort in the SO browse
to "PO". Tell them to click on the Binoculars first and search for
duplicates before entering.

Patrick

-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Thursday, September 26, 2002 11:16 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Duplicate Purchase Orders

OUht to be pretty easy to create a SO/PO audit report in RB and do a
pre-pass count on the number of SO's with the same PO then filter (or do
band selection) the report to show only those with > 1 (or whatever rules
fit your situation). Run once a day (or more) and catch them before they go
too far? At least that's the way I would approach this.
-Todd C.

-----Original Message-----
From: Mitchell Kirby [mailto:m.kirby@...]
Sent: Thursday, September 26, 2002 10:53 AM
To: Vantage (E-mail)
Subject: [Vantage] Duplicate Purchase Orders

I am having a problem with sales entering duplicate purchase orders. Some
of my customers call an order in and then fax it in the next day. They are
not always good about putting "confirming" on the fax. Any thoughts on an
easy way to catch this?

Mitchell Kirby
V. P. Manufacturing
Riten Industries, Inc.

740-333-8719 Direct
800-338-0027 Sales
800-338-0717 FAX

Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=233217.2395914.3827946.2225242/D=egroupweb/S=17050071
83:HM/A=1227861/R=0/*http://ads.track-star.com/linker.ts?ts=1;2;312;3_2_11>

<http://us.adserver.yahoo.com/l?M=233217.2395914.3827946.2225242/D=egroupmai
l/S=:HM/A=1227861/rand=358081051>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .

[Non-text portions of this message have been removed]

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/

system · September 26, 2002, 12:40pm

I am all ears about this issue also.
I have created a RB report that our shipping or customer service departments
should run every day around 4:00 pm to catch the duplicates. After a while
they get bored by not catching anything and they stop running it. Then,
ZAP!!!
Before that I had a policy for the order entry person to search for the PO
Number before adding a new SO. Just couple of more steps. ALT+ARROW DOWN,
type the first few numbers of the PO then TAB, IF NOT FOUND, ESCAPE then
ALT+O+A.
We have average of 200 SO's to enter each day. The order entry personnel
thought checking the PO was taking valuable time from their daily chatting
and magazine reading time.
If you do not have a lot's of orders to enter it may work for you.

Mike Tonoyan / All American Products Co.
E-mail: miket@...

----- Original Message -----
From: "Mitchell Kirby" <m.kirby@...>
To: "Vantage (E-mail)" <vantage@yahoogroups.com>
Sent: Thursday, September 26, 2002 8:52 AM
Subject: [Vantage] Duplicate Purchase Orders

> I am having a problem with sales entering duplicate purchase orders. Some
> of my customers call an order in and then fax it in the next day. They
are
> not always good about putting "confirming" on the fax. Any thoughts on an
> easy way to catch this?
>
> Mitchell Kirby
> V. P. Manufacturing
> Riten Industries, Inc.
>
> 740-333-8719 Direct
> 800-338-0027 Sales
> 800-338-0717 FAX
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
>
> Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
>

system · September 26, 2002, 12:45pm

One of the good things about the vantage SO audit log is you can see who
entered the second order against the same PO. If you make it your company
policy that they must check for another SO against the PO before an order is
entered, then if you find duplicates, you can see who did it and reprimand
them. If they don't stop, this would be grounds for dismissal.

Alternatively, you could have certain SO entry people required to set up
orders for certain customers. People usually will notice if they are
entering a duplicate of something they already entered.

[Non-text portions of this message have been removed]